The Exchange has received the disclosure under Regulation 29(2) of SEBI (Substantial Acquisition of Shares & Takeovers) Regulations, 2011 for SAIF Partners India IV Ltd & PACs

FII holding above 10%FII holding declinedOwnership Changes View source PDF Explain this filing

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Price reactionminutes from the announcement price · days from the prior close

-1.4%Reaction day

₹1284.20

prior close

₹1259.10

announcement price

In-mkt

timing

Nifty Midcap 150market · index membership as recorded later (tracked since Jun 2026)-1.1%-0.3% vs market

Financial Technology (Fintech) peers, median of 8sector-1.2%-0.2% vs sector

On the reaction day the stock moved 0.3 pts less than Nifty Midcap 150 and 0.2 pts less than its Financial Technology (Fintech) peers, over the same two closes: a difference in percentage points, not a measure of what the filing did.

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Reaction day

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Next day

-2.1-1.5-0.6-2.3+0.2

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+0.3+0.1+0.2-2.5+2.8

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UpDownMarket · Nifty Midcap 150Sector · Financial Technology (Fintech) peers, median of 8Pending

Minute windows have no benchmark: there is no intraday index history to compare against.

AI summary

SAIF Partners India IV Limited along with Persons Acting in Concert (SAIF III Mauritius Company, Elevation Capital V Limited, and Elevation Capital V FII Holdings) sold 12,800,000 shares (2.00%) of One 97 Communications (Paytm's parent) through open market transactions on 18 November 2025. Combined holding of this investor group fell from 16.46% (105,113,737 shares) to 14.45% (92,313,737 shares). The biggest seller was SAIF III Mauritius Company, which reduced its stake from 10.76% to 9.45%. The sellers are not part of the promoter group — they are institutional/PE investors. No encumbrance (pledge) activity is involved in this transaction.

Likely market impact

This is a notable stake reduction by a major institutional investor group, which could put short-term pressure on the stock. However, since this is a gradual open market sale by a non-promoter investor (not a distress sale), the long-term impact on shareholders is limited. Investors should watch for further disclosures if the group continues to reduce its holding.